HI

Hudock Inc Portfolio holdings

AUM $658M
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$1.61M
3
+$800K
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$505K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$315K

Top Sells

1
+$1.65M
2
+$828K
3
+$603K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$465K
5
SJB icon
ProShares Short High Yield
SJB
+$386K

Sector Composition

1 Healthcare 5%
2 Financials 4.23%
3 Technology 3.56%
4 Energy 3.01%
5 Consumer Staples 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$4K ﹤0.01%
318
+3
502
$4K ﹤0.01%
+106
503
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125
504
$4K ﹤0.01%
200
-100
505
$4K ﹤0.01%
143
506
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60
507
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210
+5
508
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50
509
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400
510
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30
511
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74
512
$3K ﹤0.01%
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514
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+50
515
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27
516
$3K ﹤0.01%
196
517
$3K ﹤0.01%
182
518
$3K ﹤0.01%
+200
519
$3K ﹤0.01%
36
520
$3K ﹤0.01%
43
521
$3K ﹤0.01%
145
522
$3K ﹤0.01%
23
523
$3K ﹤0.01%
84
524
$3K ﹤0.01%
179
525
$3K ﹤0.01%
120
19 20
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22 23